+435.0%
KKR vs WING
+637.4%
-202.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +1.6% | -2.5% | +4.1% | +2.1% |
| 30D | +14.5% | +29.5% | -15.0% | +6.7% |
| 3M | -15.0% | +40.2% | -55.1% | -23.0% |
| 6M | +1.0% | +32.7% | -31.7% | -8.6% |
| YTD | -22.6% | -32.8% | +10.2% | -17.6% |
| 1Y | -18.2% | -31.7% | +13.5% | -13.6% |
| 3Y | +56.4% | -24.7% | +81.1% | +49.9% |
| 5Y | +29.6% | -0.5% | +30.0% | +8.1% |
| 10Y | +671.3% | +647.5% | +23.8% | +260.9% |
| All | +435.0% | +637.4% | -202.4% | +138.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded WING wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling